Aspiring Financial Advisor - AMP Trainee Program

100 Raymond James & Associates, Inc.; Nashville (TN); Presencial; USD 50 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Benefits package including medical, d

Resumo da oferta

Raymond James Financial Advisors offers the Advisor Mastery Program (AMP) to train the next generation of financial advisors. The Trainee will learn to build an individual practice with mentorship, balancing new client development, sales activities, investment management and client service while complying with regulatory requirements.

The program emphasizes comprehensive education via distance learning and on-the-job training at the firm’s international headquarters, with potential for long-term

Qualificações

• Bachelor’s degree preferred with some years in sales or business environment.
• Knowledge of financial services industry and products.
• Strong communication and client-service orientation.

Responsabilidades

• Learn to build an individual practice alongside a mentor and team.
• Balance client development, sales, investment management, service and compliance.
• Develop licenses and professional certifications for long-term career growth.

Conhecimentos

Sales experience

Client relations

Financial services knowledge

Communication skills

Time management

Formação académica

Bachelor's degree

Ferramentas

CRM software

Financial planning software

Descrição da oferta de emprego

Raymond James Financial Advisors offers the Advisor Mastery Program (AMP) to train the next generation of financial advisors. The Trainee will learn to build an individual practice with mentorship, balancing new client development, sales activities, investment management and client service while complying with regulatory requirements.

The program emphasizes comprehensive education via distance learning and on-the-job training at the firm’s international headquarters, with potential for long-term